Approve Payments

The Finance Manager can be used to approve Payments. An approved Payment changes its Export State to Approved, indicates validation of a Payment Line, and allows Payments to be exported through the Finance Manager in order to be paid. You can select certain Payments to approve, approve the current page of Payments, or approve all filtered Payments.

Approve selected Payments:

1. Navigate to the desired Finance Manager page (i.e., Payables, Receivables, Exceptions).

2. Conduct a search to filter Payments and populate the grid.

3. Select the check box next to each desired Payment.

4. In the toolbar, click Approve, then click Selected.

   A prompt appears, displaying the number of payments successfully approved.

5. Click OK.

   The page is updated, and each selected Payment's Export State is updated to Approved.

Approve the current page of Payments:

1. Navigate to the desired Finance Manager page (i.e., Payables, Receivables, Exceptions).

2. Conduct a search to filter Payments and populate the grid.

3. In the toolbar, click Approve, then click Current Page.

   A prompt appears, displaying the number of payments successfully approved.

4. Click OK. The page is updated, and the Export State for each Payment on the current page is updated to Approved.

Approve all filtered Payments:

1. Navigate to the desired Finance Manager page (i.e., Payables, Receivables, Exceptions).

2. Conduct a search to filter Payments and populate the grid.

3. In the toolbar, click Approve, then click All.

   A prompt appears, displaying the number of payments successfully approved.

4. Click OK.

   The page is updated, and the Export States for all filtered Payments are updated to Approved.

The Payment approval threshold may limit some users from approving certain Payments. Contact an administrator for more information.